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Vanguard Russell 3000 ETF

47 hedge funds and large institutions have $220M invested in Vanguard Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more capital invested

Capital invested by funds: $73.6M → $220M (+$147M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41.41% more ownership

Funds ownership: 23.43%64.84% (+41%)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
5
Increased
11
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$149M +$146M +1,325,074 +9,296%
P
2
Pitcairn
Pennsylvania
$8.52M -$156K -1,417 -2%
Wells Fargo
3
Wells Fargo
California
$7.31M -$9.63M -87,406 -57%
Jane Street
4
Jane Street
New York
$5.96M +$5.9M +53,539 New
ATC
5
Adirondack Trust Company
New York
$5.21M -$430K -3,900 -8%
AWA
6
ARS Wealth Advisors
Florida
$4.93M +$928K +8,423 +24%
LPL Financial
7
LPL Financial
California
$4.4M -$977K -8,867 -18%
UCFA
8
United Capital Financial Advisors
Texas
$3.94M -$201K -1,828 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.73M -$530K -4,804 -13%
LW
10
Linscomb Wealth
Texas
$2.84M +$33.8K +307 +1%
CS
11
Credit Suisse
Switzerland
$2.51M +$2.49M +22,561 New
MGIA
12
Moneta Group Investment Advisors
Missouri
$2.48M +$177K +1,610 +8%
TFF
13
The Family Firm
Maryland
$2.47M +$11.5K +104 +0.5%
Morgan Stanley
14
Morgan Stanley
New York
$2.38M +$32.7K +297 +1%
Chevy Chase Trust
15
Chevy Chase Trust
Maryland
$1.7M -$165K -1,500 -9%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.23M +$1.1K +10 +0.1%
KeyBank National Association
17
KeyBank National Association
Ohio
$1.23M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.17M -$56K -508 -5%
PAG
19
Private Advisor Group
New Jersey
$992K +$9.7K +88 +1%
William Blair & Company
20
William Blair & Company
Illinois
$925K +$915K +8,300 New
Northern Trust
21
Northern Trust
Illinois
$890K
Creative Planning
22
Creative Planning
Kansas
$846K
UBS Group
23
UBS Group
Switzerland
$732K -$5.84K -53 -0.8%
WT
24
Whittier Trust
California
$618K
JIC
25
Johnson Investment Counsel
Ohio
$534K